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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,474 | $176,794-59.6% | $146,647-51.3% | $167,553-57.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.22% | 24.04%-12.8pp | 22.75%-11.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,014 | $5,161-61.0% | $4,137-51.3% | $4,840-58.4% |
| Participant deferral / active EE | $7,153 | $6,440+11.1% | $5,506+29.9% | $6,343+12.8% |
| Admin fee / account holder | $1,002 | $13,262-92.4% | $10,281-90.3% | $12,316-91.9% |